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BNY

Bank of New York Mellon
BNY

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1701
VSM Wealth Advisory
Maryland
$7.95K – – –
IPS
1702
Investors Portfolio Services
Washington
$7.55K +$2.14K +18 +45%
YP
1703
YANKCOM Partnership
South Dakota
$7.47K – – –
CFD
1704
Creative Financial Designs
Indiana
$7.36K – – –
SFS
1705
Sunrise Financial Services
Washington
$6.76K – – –
PPC
1706
Park Place Capital
Alabama
$6.64K -$832 -7 -11%
ANBT
1707
American National Bank & Trust
Texas
$6.29K – – –
ACM
1708
Accent Capital Management
Ohio
$6.05K – – –
TLFA
1709
True Link Financial Advisors
California
$6.05K +$6.07K +51 New
JSAM
1710
J. Safra Asset Management
New York
$5.93K – – –
MPW
1711
MASECO Private Wealth
$5.88K +$5.95K +50 New
PWA
1712
Principia Wealth Advisory
Texas
$5.81K +$595 +5 +11%
IWS
1713
Intentional Wealth Strategies
Colorado
$5.81K +$5.83K +49 New
AP
1714
Aspect Partners
Virginia
$5.69K +$238 +2 +4%
CFG
1715
Clayton Financial Group
Missouri
$5.58K – – –
LWMI
1716
Legacy Wealth Management (Idaho)
Idaho
$5.58K +$1.31K +11 +31%
RWM
1717
RMG Wealth Management
Wisconsin
$5.43K +$4.88K +41 New
TFG
1718
Team Financial Group
California
$5.05K +$119 +1 +2%
SIC
1719
Salem Investment Counselors
North Carolina
$4.86K +$4.88K +41 New
PIS
1720
POM Investment Strategies
North Carolina
$4.75K -$7.85K -66 -62%
KFI
1721
Key Financial Inc
Pennsylvania
$4.63K -$951 -8 -17%
KCM
1722
Key Capital Management
Tennessee
$4.63K +$4.64K +39 New
SIM
1723
Synergy Investment Management
Florida
$4.63K +$4.64K +39 New
ACA
1724
American Capital Advisory
Idaho
$4.39K +$2.26K +19 +106%
BA
1725
Bard Associates
Illinois
$4.39K +$4.4K +37 New
67 68
69
70 71